Anic Equity¶
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Total return since start: 0.549 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47326.2 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45931.23 Kr¶
PnL: ---------------------------------------> -957.34 Kr¶
DD now: ---------------------------------> -2.681 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 15:06:12.836967'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.250000 | 2754.500000 | 118.500000 | 4.500000 | 2636.000010 |
| Beijer Electronics Group | 26 | -1.010000 | 3062.800000 | 91.800000 | 3.090000 | 2971.000006 |
| FM Mattsson Mora Group B | 50 | -3.230000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| SAAB B | 8 | 0.160000 | 3412.800000 | 35.800000 | 1.060000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.150000 | 390.300000 | 35.300000 | 9.940000 | 355.000000 |
| Corem Property Group B | 59 | -2.560000 | 606.520000 | 29.520000 | 5.120000 | 576.999999 |
| MedCap | 2 | -1.320000 | 450.000000 | 29.000000 | 6.890000 | 421.000000 |
| AcadeMedia | 12 | -3.520000 | 585.840000 | 28.840000 | 5.180000 | 557.000004 |
| Resurs Holding | 22 | -1.260000 | 601.700000 | 27.700000 | 4.830000 | 573.999998 |
| HMS Networks | 2 | -3.100000 | 688.800000 | 15.800000 | 2.350000 | 673.000000 |
| Swedbank A | 3 | -0.520000 | 578.100000 | 14.100000 | 2.500000 | 564.000000 |
| Securitas B | 6 | -0.980000 | 582.840000 | 12.840000 | 2.250000 | 570.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| Eastnine | 4 | -0.790000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Coor Service Management Hold. | 8 | -0.960000 | 536.800000 | 4.800000 | 0.900000 | 532.000000 |
| Boozt | 12 | -2.260000 | 1658.400000 | 4.400000 | 0.270000 | 1653.999996 |
| OEM International B | 7 | -1.430000 | 531.300000 | 3.300000 | 0.630000 | 527.999997 |
| Karnov Group | 9 | -0.660000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Norva24 Group | 16 | -3.620000 | 545.920000 | 2.920000 | 0.540000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.960000 | 247.920000 | 1.920000 | 0.780000 | 246.000000 |
| Intrum | 4 | -3.150000 | 528.200000 | 1.200000 | 0.230000 | 527.000000 |
| Nordea Bank Abp | 29 | 0.000000 | 3454.480000 | 0.480000 | 0.010000 | 3453.999992 |
| Creaspac SPAC | 6 | 0.000000 | 575.400000 | -1.600000 | -0.280000 | 577.000002 |
| Handelsbanken A | 5 | -1.370000 | 540.250000 | -5.750000 | -1.050000 | 546.000000 |
| Essity B | 2 | -1.750000 | 550.800000 | -23.200000 | -4.040000 | 574.000000 |
| Midsona B | 63 | -2.740000 | 558.180000 | -24.820000 | -4.260000 | 582.999984 |
| CTEK | 13 | -2.240000 | 505.830000 | -28.170000 | -5.280000 | 533.999999 |
| International Petroleum Corp. | 5 | -2.240000 | 545.500000 | -49.070000 | -8.250000 | 594.565215 |
| Essity A | 4 | -2.830000 | 1098.000000 | -51.000000 | -4.440000 | 1149.000000 |
| Vivesto | 1368 | 0.750000 | 551.300000 | -61.700000 | -10.070000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.190000 | 3762.500000 | -87.500000 | -2.270000 | 3850.000000 |
| Axfood | 13 | 0.000000 | 3582.800000 | -173.200000 | -4.610000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.570000 | 3633.000000 | -178.000000 | -4.670000 | 3810.999990 |
| OX2 | 18 | -3.170000 | 1402.200000 | -261.800000 | -15.730000 | 1663.999992 |
| Ovzon | 52 | -2.540000 | 2792.400000 | -569.600000 | -16.940000 | 3361.999992 |
| TOTAL | 45931.230000 | -957.340000 | -2.68084% | 46888.564618 |
Updated:¶
'2023-01-25 15:06:25.519912'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
